[QXL-Online] How to run ProfitAndLossByClass report using QXL Online
Posted by Jack - QODBC Support on 12 April 2018 10:17 AM
How to run ProfitAndLossByClass report using QXL Online
I am using QXL Online & I want to run a Profit and Loss by a Class report through QXL Online. I can't see the report on the list.
How can I run the Profit and Loss by Class report using QXL Online?
I'm sorry to inform you that the ProfitAndLossByClass report is unavailable via Intuit API. So It is not available in QODBC Online.
You can use the ProfitAndLossStandard report & add the parameter SummarizeColumnsBy = 'Classes' in the report. So you can fetch the ProfitAndLossByClass report using QXL Online.
The first step in changing the report parameter is to click on the settings icon for QXL Online options details.
You can choose the ProfitAndLossStandard report from the drop-down list & add the report for export.
You can see the default report query in Report Query/Command box.
You can modify the report query from Report Query/Command box.
You can refer QODBC Table/Report Documentation site for details about different report parameters.
Click on the "ALPHABETICAL LISTING OF ALL REPORTS" under the "REPORT OVERVIEW" label.
You will be presented with a list of reports. Search for the "ProfitAndLossStandard" report & click on "Parameters" to get details about all supported parameters for the ProfitAndLossStandard report.
You can refer direct link for ReportParameter: ProfitAndLossStandard
You can use any of the supported parameters in the report query.
I am changing the report query as below:
For Example: sp_report ProfitAndLossStandard RowData, TextLable, Amount_Title, Amount parameters DateMacro = 'ThisYearToDate', ReportBasis='Cash', SummarizeColumnsBy = 'Classes'
You need to modify the report query & click the "Add or Update" button to update the report query.
The modified report query & was added to the export list.
By repeating the above process, You can add a different report with different supported parameters per your requirement.
The report will be exported by clicking on the Export icon from QXL Setup Screen.
Tags: QuickBooks Online, QBO, QXL Online, Profit and Loss, Profit, Loss, Online Report